AML investigation workspace
agents assemble case evidence and draft findings, with every statement traced to a source document.
For consulting firms and advisory teams
Turn your methodology into a product that keeps earning.
Package how your firm investigates, reviews and decides as an AI solution that runs inside your client's environment. You keep the client and the IP. Your clients keep paying after the engagement ends.
Your best work leaves with the engagement team.
Your firm's value is its method: how you investigate an exception, assess a claim or improve a client's operations. Today that method lives in people and slide decks. Every project rebuilds the same tooling from scratch, and revenue grows only as fast as headcount.
From projects to products.
TodayOn SmoothOperator.ai
Each engagement starts from a blank repository
Each engagement starts from your working solution
Revenue ends when the project ends
The client keeps paying a recurring licence
Your method lives in people
Your method is encoded in agents, rules and templates
Tooling is rebuilt for every client
One solution is deployed across clients
What you can build
Regulatory evidence review
agents check submissions against requirements and export an audit-ready evidence bundle.
Claims assessment flow
agents review claims against policy wording and flag exceptions for human decision.
Security investigation workspace
agents correlate findings and draft remediation plans inside the client's environment.
Why clients can rely on the approach
It runs inside their environment: on their infrastructure or fully air-gapped. Their data never leaves.
It shows its work: answers can be cited and supporting evidence can be reviewed by the client.
It stays inside the rules: what each workflow may do is enforced while it runs, not checked afterwards.
It respects access: agents only see the collections each user is permitted to see.
Start with the anonymization layer
Already using external AI models on client work?
Many firms are contractually barred from sending client data to external AI providers. Our anonymization layer replaces names, financials and identifiers with consistent tokens inside the client's environment. The external model works on clean data, and you map the results back locally. It is often the fastest first project.
See how the anonymization layer worksYou keep the services revenue and gain a recurring one.
Commercial terms are agreed per partnership.
How we work together
- 01
Pick the first solution
one methodology, one client, one clear outcome.
- 02
Design it together
your experts define the workflow; our engineers map it onto the platform.
- 03
Deploy with your first client
in their environment, with our team alongside yours.
- 04
Reuse it
the second client starts from a working product.
FAQ
Who owns the solution we build?
You own your workflows, rules, templates and client relationship. SmoothOperator.ai owns the underlying platform. The partner agreement sets this out in writing.
Can our clients see SmoothOperator.ai's name?
Co-branded or white-label, agreed per partnership.
Do we need an engineering team?
You need domain experts who can define the workflow.
Which models does it use?
Any model provider, with your or your client's own keys. The client's compliance rules decide.